Operational Manager – Policy Service
Maddie Martin is the Operational Manager of policy service at Planning Alliance. Maddie supports our financial professionals in maintaining and servicing the firm’s in-force book of business. Her role also includes customer service to our clients where she proactively collaborates with new business, accounting, and product illustration teams.
Maddie has worked in the insurance industry for over 30 years and was Senior Marketing Consultant at MetLife prior to joining Planning Alliance in 2019.
Maddie holds a degree in Business Administration and Management from Middlesex College and has earned her ACS and Customer Experience Essentials professional designations from LOMA. Maddie is Life and Health licensed.
In her personal time, she enjoys quality time with her family and dog, Gizmo.